Senior Director - Strategy, Planning, & Analysis

Socket.dev; New York (NY); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Employee stock purchase plan

Medical, dental & vision insurance

Paid time off & family leaves

Job summary

Aon seeks a Senior Director of Strategy, Planning, & Analysis to lead long-range financial planning and data-driven decision making across the enterprise. This executive will partner with leaders to deliver robust scenarios, improve performance, and guide acquisitions aligned with the firm’s 3x3 commitments.

The role requires deep finance expertise, cross-functional leadership, and strong presentation skills for the CFO, board, and external collaborators.

Qualifications

• Ten plus years of dynamic experience in corporate finance.
• Excellent analytical, financial, and business leadership skills with a deep understanding of P&L and cash flow management.
• Proven track record of collaborating cross functionally at all levels within sophisticated organizations.
• Extensive experience presenting to and collaborating with a C-suite audience.

Responsibilities

• Lead the organization’s strategic business and financial planning process.
• Develop and maintain dynamic revenue and cost models for long-term scenario planning.
• Support CFO on 3x3 decisions and KPI tracking, and lead quarterly business reviews.
• Prepare clear, concise presentations for executive leadership, the board, and external collaborators.
• Collaborate with Digital Transformation and other leaders to standardize data analytics processes.

Skills

Corporate finance

P&L management

Financial modeling

Strategic leadership

C-suite collaboration

Data-driven decision making

Team leadership

Education

Bachelor’s degree in Finance or equivalent

Job description

Senior Director - Strategy, Planning, & Analysis

This is a hybrid role with the flexibility to work both virtually and from either our New York, NY or Berkeley Heights, NJ office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The Senior Director - Strategy, Planning, & Analysis is responsible for leading the organization’s strategic business and financial planning process and long-term financial analysis. This position plays a meaningful role in guiding excellent long-term planning, improved financial performance, and decision making based on data across the enterprise. This senior leadership role will work closely with leaders from different functions. The goal is to ensure we deliver on our 3x3 commitments and plan for the firm’s long-term future. This role will lead the integration of potential acquisitions with the mission of crafting a finance organization. The organization will act as a trusted strategic partner that provides data-driven insights for balanced shareholder value and growth.

• Continuously lead and improve business planning cycles at the company. Ensure timely, accurate, and robust insights into revenue, costs, and profitability trends. Develop scenario planning for strategic insights beyond the next 12 months.
• Model Development for Scenario Planning: Build and maintain dynamic revenue and cost models to support long term scenario planning, sensitivity analysis, and strategic decision-making
• 3x3 Execution: support the CFO on strategic 3x3 decisions, key performance indicators, delivery against the organization scorecard, highlighting key areas of achievement, course correction against breakthroughs
• Partner on Quarterly Business Reviews: Proactively lead periodic reviews for the CFO against goals. Develop action plans needed for the organization to meet its financial objectives. Focus on operational and fiscal aspects, including P&L and Cashflow.
• Lead the preparation of presentations and reports that are clear, concise, and impactful. These are for executive leadership, the board of directors, and external collaborators.
• Cross-Functional Collaboration: Partner with Digital Transformation team and other functional leaders to drive adoption of advanced data analysis and visualization standard processes throughout the Finance organization
• Investment Optimization: Partner with IO team to incorporate frameworks that connect investment decisions directly to P&L outcomes, and the long-term view of investment contributions to the bottom line
• Partner across the team to stay informed about industry trends, new technologies, and competitor activities. Use this information to guide business strategy and keep a competitive edge.

Skills and experience that will lead to success

• Ten plus years of dynamic experience in corporate finance
• Excellent analytical, financial, and business leadership skills with a deep understanding of P&L and cash flow management
• Proven track record of collaborating cross functionally at all levels within sophisticated organizations
• Extensive experience presenting to and collaborating with a C suite audience
• Corporate Financial Reporting, Data Analysis, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planning, Financial Statement Analysis, Financial Statements, Predictive Forecasting, Revenue Analysis, Trend Analysis, Business Planning, Variance Analysis, Conflict Resolution, Organizational Leadership, Organizational Strategy, Performance Management (PM), Stakeholder Management, Strategic Planning, Talent Management, Team Development, Team Management, Training and Development, Account Reconciliations, Accounting, Budgeting

Education:Bachelor’s degree in Finance or equivalent years of industry experience

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $180,000 to $220,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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